October 11,2016 was a significant day for Microsoft CRM and ERP customers as Microsoft unveiled to the world the new Dynamics 365 platform. We are delivering on our promise to “Empowering every person and every organization on the planet to achieve more”. You can watch the launch video here . During the launch Microsoft Flow, Microsoft PowerApps…

In this blog we will focus on the Project Service Automation released as part of the 2016 CRM Online Spring release. We will concentrate on the user experience. I will write a separate blog on how to setup the Project Service at a later time. Even though the Project Service can be worked as an…

Quality feedback process is important for any company. Knowing what your customers think of you is essential part of the feedback loop and allows companies to improve in every aspect of their business. In this blog I will be going over setting up the survey module within Dynamics CRM Online. Installing the CRM Solution for…

A few years back, I was cruising down the isle of my Sales Director’s office and noticed a football field board outside his office where the sales team members were listed as players on the field. It was his way of tracking progress of his sales team and I felt it was a very creative, fun and…

CRM Online provides two types of instances the Production instance and the Sandbox instance. The production instances are used for production as well as production like environments (i.e.: Acceptance & Performance testing environments) and Sandbox environments are used for Development, Training etc. If you look at the administration part of these instance from the CRM Online…

Early in my career as a CRM Technologist I spent a lot of time writing SQL queries, creating dashboards and delivering them to the business. As a technologist, I provided estimates for those reports, then those reporting requirements got into the backlog of reports and at some point it was delivered to the requester. Long…

At Microsoft we believe in power of choice. Introducing the CRM Application for Outlook Web Access. Pre-requisites CRM Online with Spring 2015 Release. Office 365 Email. Mailbox configured to use Server Side Sync (Make sure the user is also using Server Side Sync rather than Outlook for his/her email processing) Enables Accessing CRM Records through…

As a sales technologist I work with customers and prospects across a variety of industries. There are four tools that I primarily use to do my job, and they are Microsoft Outlook, Skype for Business, Microsoft CRM Online and LinkedIn. Until now Outlook, Skype and CRM were tightly integrated and now LinkedIn is joining the…

Ever worked on an account, opportunity or a project and felt like you don’t have a great way of collaborate other than sending emails and documents back and forth with your team members? Don’t look back integrating CRM Online with Office 365 allows you to collaborate much more efficiently. Let’s take a peak at the Office…

As part of the Spring Release for the Dynamics product family, Microsoft Social Listening (now Social Engagement) received some exciting new features. In this blog we will discuss the new user interface,features as well as changes to user administration and licensing. New User Interface The new UI for Social Engagement is very much similar to the…